Financial Assessor

Financial Assessor Remote Working 6 months contract Bursary Administration Limited was created in 2009 to provide support to schools within the independent sector. We continue to grow rapidly and now represent over 500 schools in all areas of the UK: we are a market leader in our field. We are looking for a Financial Assessor.

The role:

Gauge the integrity of the Bursary application:
Assess the family either by a home visit or a Zoom call to discuss the reasons behind the application, the family situation and their current financial position. Gather an understanding of the motivation behind placing their child in an independent school, the parents respective roles within the family and at work, the home in general, and any other events, historic or current, which may impact on their ability to pay school fees.

The objective part of the work involves the collection of (mainly) evidenced data to produce an Income and Expenses, Assets and Liabilities model of the family budget. This allows the school to understand the size of bursary to be considered by their Governors. By gathering this data, the Financial Assessor can understand the familys financial priorities and where school fees sit within these priorities this can also be subjective but is a very important part of the assessment.

Additional Information:
Calls generally can be carried out within 40 minutes and then involve the completion of two data capture sheets which would then be used to complete the report: this comprises a typed document and a spreadsheet, which are then uploaded to a document exchange system for checking and onward transmission to the schools. Work is provided to the company by the schools this is logged-in and monitored at Head Office, where appointments will be arranged within deadlines set by the schools.

The person:
We are seeking a Financial Assessor who will carry out a maximum of twenty assessments per week. Ideally, you will have experience in financial assessment and be able to produce well-written reports which provide a flowing narrative. If you do not hold a current DBS Certificate, we will obtain one, and you will need to provide your passport and a copy of a utility bill as part of the identification process.

Please note that we would expect to see at least fifteen years work experience. This role would suit someone who is seeking to return to work. Rewards:
We pay per assessment and reimburse travelling expenses utilising the applicants own vehicle if a home visit is undertaken. This is a job that can provide flexibility with hours, and there is the opportunity for growth. This is a fixed-term PAYE contract in the first instance, for six months. There will be a (paid) training session, when we pay a flat fee, and any accommodation/subsistence expenses.

If the role appeals to you, please apply attaching your latest CV and a covering letter outlining how you feel your background matches our requirements. Interviews and training:
Interviews will be carried out by Zoom between the 1 st 4 th September, and training will take place during the first week of October.